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Branch preview: these instructions describe the unified Projects update. The Documents destination appears when the update is enabled for your portal.
This page shows MSP staff how to keep a project’s plans, quotes, contracts, and supporting files together in Files & Forms > Documents. The same workspace also lists client uploads and document requests for projects with a client onboarding portal. For files attached to one deliverable, use Deliverable documents.

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Before you start

  • Documents is for MSP staff. You need project read permission to view files and project write permission to upload, rename, move, or delete them.
  • A file you upload is internal. Uploading a file does not share it with the client.
  • Files must have content and be 50 MB or smaller. Accepted types are PDF, DOCX, XLSX, XLS, CSV, PPTX, PNG, JPG, and JPEG.
  • PDFs, Word files, spreadsheets, CSV files, and images preview inside MSPortal. Other accepted files, such as PowerPoint, offer a download.

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Upload files

1

Open Documents

Open Projects, click the project, then click Files & Forms and Documents.
2

Pick a folder

Click the folder in the list on the left to upload into it. All documents lists every file in the project. Unfiled lists files with no folder.
3

Upload

Click Upload and choose one or more files, or drag files onto the panel. Drop a file on a folder to put it there. Uploading from or dropping onto All documents puts files in Unfiled.
4

Check the result

Wait for the upload to finish and make sure each file appears in the table. Click a file name to preview it, or open its … menu and choose Download.

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Organize folders and files

1

Create a folder

Click the new folder button above the folder list and enter a name. A folder’s … menu lets you add a subfolder, Rename, Move, or Delete it. Selecting a folder also shows the files in its subfolders.
2

Move files

Open a file’s … menu and choose Move to folder, or drag a row onto a folder. To move several files, tick them and click Move to folder at the top.
3

Rename a file

Open the file’s … menu, choose Rename, and keep the file extension.
4

Delete

Open the file’s … menu and choose Delete, or tick several files and click Delete. Confirm. Deleting a folder moves its files up to its parent folder. Deleting a file removes it for everyone on the project and cannot be undone.

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Email files into a folder

1

Open the folder menu

Click the … next to the folder and choose Email files.
2

Enable the address

Click Enable to create the folder’s email address. Click Copy to copy it.
3

Send attachments

Send attachments to that address and they land in the folder, still internal. Anyone with the address can send files without signing in, so share it carefully. Click Disable to turn it off.
Email uploads accept PDF, Word, Excel, CSV, PowerPoint, PNG, and JPEG files up to 50 MB each.

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Share a file with the client

On a project with a client onboarding portal, you can share a file with its contacts.
1

Open the file's menu

Click the … on the file and choose Client sharing. You see this only for files you are allowed to share.
2

Choose where to share

Pick the Client portal, and the Phase if it asks for one.
3

Share it

Click Share file. Every contact in that portal can then get the original file. The Access column changes from Internal to Client visible.
4

Stop sharing

Open Client sharing again and click Revoke access. New downloads stop right away. Links already issued expire within five minutes.
For document requests on a portal, the Request and Status columns show the request and where it stands, and Request & review in the file’s menu opens the request.

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Troubleshooting

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Frequently asked questions

No. Deleted files cannot be restored.
No. Files on a deliverable are managed on the deliverable. See Deliverable documents.
No. Company users get files only through sharing, requests, or deliverables.

Project workspace

Choose the correct project tab.

Client onboarding files

Understand client upload tasks.